Savings & spend narrative
Explain defined contribution versus traditional group in language CFOs and HR recognize.
Module · Proposal
Proposal package — savings narrative, allowance math, and next steps for decision-makers.
Decision-ready packages for CHOICE Arrangement cases
Proposal turns allowance design into a story leadership can act on — narrative, math, and next steps — so brokers stop rebuilding the deck for every employer.
What Proposal delivers
From design to yes
Clear math
Class and allowance examples that make employee cost and employer budget tangible.
Compliance context
High-level framing for CHOICE Arrangements (formerly ICHRA) — not a substitute for legal advice.
Next steps
A path from decision to Guide education and live Workspace.
See Proposal in the demo
Walk how design becomes a decision package.